Senior Manager – Scotland

Chase de Vere Medical; Glasgow; On-site; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Competitive salary with quarterlybonus

Contributory pension

25 days holiday (increasing to 30) + b

Life assurance

Private Health Care contribution

Fully funded exams and paid study-lea"

Induction and training programme

Exams and study leave supported

Cycle to work scheme

Volunteer days

Job summary

Chase de Vere is seeking a Senior Manager to lead a team of Financial Advisers, coach and mentor, and drive the delivery of compliant, high-quality advice and ongoing client service. You will adapt your management style to support advisers at all career stages and ensure strong client relationships through observations, meetings and feedback.

The role emphasizes overseeing regulated individuals, delivering results through others, and aligning with FCA principles in a fast-paced environment.

Qualifications

• Level 4 Diploma in Regulated Financial Advice Dip PFS is essential.
• J07 (supervision in a regulated environment) or equivalent would be a distinct advantage.
• Significant prior experience in a managerial role, specifically managing financial advisers, alongside excellent knowledge of the advisory process.
• Flexible management and coaching styles enabling you to meet the needs of a team of advisers varying in experience.
• Proven success as a business leader with commercial acumen and the ability to deliver though others.
• The ability to work in a fast-paced environment whilst maintaining positive relationships with your team and key stakeholders.

Responsibilities

• Developing objectives and creating business plans for individuals within the team.
• Coaching and mentoring Advisers to ensure business plans are met.
• Taking overall responsibility for achieving cumulative team performance expectations.
• Working closely with Operations and Paraplanning Managers.
• Implementing effective training and development programmes.
• Responsible for certain categories of business “sign off” in accordance with company requirements.
• Demonstrating behaviours that are consistent with the FCA’s Statement of Principle and Code of Practice for Approved Persons.
• To ensure the effective delivery of the Senior Management and Certification Regime.

Skills

Leadership

Coaching

Management experience

Education

Dip PFS Level 4 Diploma

Job description

Focused, motivational and inspiring. Our Senior Managers are responsible for motivating and leading our Financial Advisers and sharing best practice. Managing a team of independent Financial Advisers requires someone with a proven record of leading by example, someone who is skilled at coaching and who has excellent industry knowledge.

As a Senior Manager at Chase de Vere, we will give you the platform to work alongside some of the best Advisers in the business. Our teams are made up of experienced Advisers alongside those who are just beginning their career within the industry. It is the role of the Senior Manager to adapt their management style to meet all levels of experience. A successful Senior Manager will have the skills and experience to develop and support Advisers at all stages of their career.

We know that the best Advisers are those who remain connected with their clients, building a trusted relationship. Our Senior Managers support and encourage this through regular client observations, focused one to one meetings and feedback and coaching sessions.

What your role will involve

Our Senior Managers work closely with their team of Advisers to ensure that each individual meets or exceeds their quarterly and yearly business plan. From regular observations, one to one meetings and coaching sessions, to identifying opportunities through data analysis and market research, our Senior Managers are motivated to ensure each individual in their team is delivering the best possible advice and ongoing service to their clients in a compliant manner.

Your day-to-day role

• Developing objectives and creating business plans for individuals within the team
• Coaching and mentoring Advisers to ensure business plans are met
• Taking overall responsibility for achieving cumulative team performance expectations
• Working closely with Operations and Paraplanning Managers
• Implementing effective training and development programmes
• Responsible for certain categories of business “sign off” in accordance with company requirements
• Demonstrating behaviours that are consistent with the FCA’s Statement of Principle and Code of Practice for Approved Persons
• To ensure the effective delivery of the Senior Management and Certification Regime

What you will need

• The Level 4 Diploma in Regulated Financial Advice Dip PFS is essential as you will be responsible for the oversight of regulated individuals. J07 (supervision in a regulated environment) or the equivalent would be a distinct advantage.
• Significant prior experience in a managerial role, specifically managing financial advisers, alongside excellent knowledge and experience of the advisory process.
• Flexible management and coaching styles enabling you to meet the needs of a team of advisers varying in experience.
• Proven success as a business leader with commercial acumen and the ability to deliver though others.
• The ability to work in a fast-paced environment whilst maintaining positive relationships with your team and key stakeholders.

What’s in it for you?

By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special.

• A competitive salary with the opportunity to earn a quarterly bonus
• Contributory pension
• 25 days holiday (increasing to 30 with length of service), plus bank holidays
• Life assurance
• Private Health Care contribution
• Comprehensive induction and training programme
• Fully funded exams and paid study leave
• A wide range of voluntary flexible benefits to suit your individual needs
• The option to buy additional holiday days
• Cycle to work scheme
• Paid volunteering days each year, to support your local community
• Access to our free mortgage service, through our internal mortgage team
• Employee Assistance Programme with access to a 24/7 helpline